Thoughts on the Macro Picture
As a new month starts, Mike decided to share some thoughts on the big picture with some implications for investment strategy. This article is for paid members - please login…
Industrial & Ford (F) Update
Auto manufacturers are a very disliked sector in the equity market, that is unless you are a maker of electric cars with a mountain of obstacles to overcome. For some reason,…
Tesla (TSLA): Deja Vu All Over Again
Back on 10-August-2017, we wrote a post on Tesla (TSLA) the leader and wall street favorite electric car manufacturer. Those that are familiar with our process know that we typically combine…
Is It All About Oil (and Commodities) Now?
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Autos & the Economy
Macroeconomic analysis is not a primary driver of our investment process, but it does play a role. To our way of thinking, there are companies that do well and some…
Should We Be Nervous About the Auto Sector? The GM Trade…
The economic recovery is now 7 years old. By historical standards, this one is getting a bit long in the tooth. The National Bureau of Economic Research (NBER) estimates that…